Purchases and Sales Made in Q3 2024 in Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S. VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.18% |
$10.9K - $11.9K
|
10.4K
$965K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 1.91% |
$11.2K - $12.2K
|
6.57K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-130- 2.52% |
$11.4K - $12.4K
|
5.03K
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-131- 1.92% |
$11.5K - $12.5K
|
6.71K
$620K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 2.26% |
$11.9K - $13K
|
5.89K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 3.73% |
$12.1K - $13.2K
|
3.56K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-139- 4.66% |
$12.2K - $13.3K
|
2.84K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-147- 2.47% |
$12.9K - $14K
|
5.81K
$537K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-151- 6.2% |
$13.2K - $14.4K
|
2.29K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-161- 2.81% |
$14.1K - $15.4K
|
5.57K
$514K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-169- 1.25% |
$14.8K - $16.1K
|
13.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-174- 28.62% |
$15.2K - $16.6K
|
434
$40.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 4.21% |
$15.3K - $16.7K
|
3.98K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-175- 11.61% |
$15.3K - $16.7K
|
1.33K
$123K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-210- 4.64% |
$18.4K - $20.1K
|
4.32K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-212- 0.33% |
$18.6K - $20.2K
|
63.9K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-213- 3.14% |
$18.7K - $20.3K
|
6.56K
$606K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-213- 7.72% |
$18.7K - $20.3K
|
2.55K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-217- 1.8% |
$19K - $20.7K
|
11.8K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-219- 7.94% |
$19.2K - $20.9K
|
2.54K
$235K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-227- 4.02% |
$19.9K - $21.7K
|
5.42K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-232- 2.48% |
$20.3K - $22.2K
|
9.12K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-245- 0.9% |
$21.5K - $23.4K
|
27.1K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-248- 5.39% |
$21.7K - $23.7K
|
4.35K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-252- 5.12% |
$22.1K - $24.1K
|
4.67K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-264- 0.56% |
$23.1K - $25.2K
|
47.1K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-266- 1.71% |
$23.3K - $25.4K
|
15.3K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-282- 0.31% |
$24.7K - $26.9K
|
91.2K
$8.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 19.71% |
$26.3K - $28.6K
|
1.22K
$113K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 86.21% |
$26.3K - $28.6K
|
48
$4.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-307- 9.04% |
$26.9K - $29.3K
|
3.09K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-321- 4.95% |
$28.1K - $30.7K
|
6.16K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-327- 5.11% |
$28.6K - $31.2K
|
6.07K
$561K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-333- 1.18% |
$29.2K - $31.8K
|
27.8K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-336- 6.4% |
$29.4K - $32.1K
|
4.92K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-336- 0.65% |
$29.4K - $32.1K
|
51.2K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-344- 9.48% |
$30.1K - $32.8K
|
3.28K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-357- 0.97% |
$31.3K - $34.1K
|
36.4K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-370- 10.86% |
$32.4K - $35.3K
|
3.04K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-375- 6.4% |
$32.8K - $35.8K
|
5.49K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-381- 1.86% |
$33.4K - $36.4K
|
20.1K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-381- 0.7% |
$33.4K - $36.4K
|
54.3K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-382- 1.43% |
$33.4K - $36.5K
|
26.4K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-382- 8.09% |
$33.4K - $36.5K
|
4.34K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-388- 1.98% |
$34K - $37.1K
|
19.2K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-405- 1.63% |
$35.5K - $38.7K
|
24.5K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-425- 3.17% |
$37.2K - $40.6K
|
13K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-429- 1.22% |
$37.6K - $41K
|
34.8K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-432- 0.72% |
$37.8K - $41.3K
|
59.2K
$5.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-473- 2.25% |
$41.4K - $45.2K
|
20.5K
$1.9M
|